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Checkmark: Confirm Data Has Been Reviewed

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Checkmark: Confirm Data Has Been Reviewed


Would be nice to have a function where I can visually see that I have reviewed a number on input or in the forms. In CCH ProFx, you can double right click on a number and it will put a check box to show it's been reviewed and then if something changes after you reviewed that number it will flag that the number has changed since you reviewed it and will include a list of changed numbers in a diagnostic report 

This function is under review as we discover options for enhancements. Thanks for the idea.

Status: Under review
Vote now if this is a good idea
Level 2

Absolutely agree with this.  I use CCH too when I help another tax preparer, and it is a great feature.  ProConnect Tax Online needs that.

Level 1

I miss this function so much!  I used it frequently when I was a CCH Prosystems users.

Level 2

This is a feature in Lacerte.  Hopefully you can make this available in ProConnect. 

Level 1

I am in total agreement that this feature would help with the review process and build efficiency.

Level 2

Please add this!

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